Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $40,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,803 | $70,002-71.7% | $115,038-82.8% | $52,331-62.2% |
| Participation rate | 83.2% | 72.1%+11.1pp | 81.4%+1.9pp | 68.1%+15.1pp |
| Annual return | 0.17% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $235 | $2,715-91.3% | $4,608-94.9% | $1,882-87.5% |
| Participant deferral / active EE | $3,847 | $4,920-21.8% | $6,026-36.2% | $3,022+27.3% |
| Admin fee / account holder | $191 | $566-66.3% | $8,175-97.7% | $592-67.7% |